Why Choose Us?
Simply put...Quality of Advice Matters!
FINANCIAL PLANNING: A CO-CREATIVE EXPERIENCE
You are unique:
- As an individual
- As a family
- As a professional
Thus, it may not work to take a cookie-cutter approach to:
- Managing your wealth
- Controlling taxation
- Saving money for retirement
- Creating a family legacy
We value you, your family and your business; therefore, we partner with you to provide a co-creative, comprehensive financial planning experience that is custom to your goals and needs. With us, it's about relationships, not just returns.
Let us help you to:
- Build, balance, & grow personal wealth
- Plan for
- Growth
- Succession
- Retirement
- Legacy, Estates, Charitable Giving
- Growth
If you are an Oregon resident, give us a call. We are an Independent Registered Investment Advisor (RIA) firm in beautiful Central Oregon and we can service investors who are located anywhere in the state.
GIVE US A CALL: 541-385-6263
SEND US AN E-MAIL: dsmith@adviceforwealth.com
*Why Financial Planning?
Learn moreBOOK A COMPLIMENTARY REVIEW WITH DAVID W. SMITH, CFP®, CHFC®, QPFC AND EXPERIENCE THE DIFFERENCE...
STRATEGIC WEALTH MANAGEMENT, LLC, IS A REGISTERED INVESTMENT ADVISER SPECIALIZING IN PROVIDING WEALTH MANAGEMENT SERVICES, COMPREHENSIVE FINANCIAL PLANNING AND CONSULTING SERVICES. SECURITIES ARE OFFERED THROUGH UNITED PLANNERS FINANCIAL SERVICES OF AMERICA, A LIMITED PARTNERSHIP MEMBER FINRA/SIPC. STRATEGIC WEALTH MANAGEMENT, LLC AND UNITED PLANNERS ARE NOT AFFILIATED.